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Evaluation is the process during which HelloID evaluates Business rules to preview the entitlement actions that will be performed during the next Enforcement. These actions may be caused by 1) changes in the current snapshot, and/or 2) changes in the published business rules.

To get started, Run an evaluation.


Evaluation is a read-only operation. Entitlement actions are not actually run until enforcement.


There is no downside to running multiple evaluations. We recommend running them liberally, to make sure you don't enforce unwanted changes.

The Origin column specifies the cause of the operation. These include:

Person Updated

The person's data changed due to a new import and/or changes in a source system's configuration (source mappings, display name formatting, primary contract & manager determinants).

Business Logic

The entitlement is being granted or revoked due to either 1) changes you made to Business rules or 2) persons going in/out of scope of business rules because of changes in their Contracts.


An action that is being automatically retried by HelloID after previously failing.

Person Merged

The person was removed due to being merged via the Person aggregation feature.

Removed From Rule

You removed the entitlement from a business rule and selected the Unmanage Removed Entitlements toggle, or you deleted a business rule and selected the Delete And Keep Unmanaged option.

Account Unmanaged

The entitlement is being automatically unmanaged because its associated Account entitlement was unmanaged. Only applies to non-account entitlements.